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iShares S&P Mid-Cap 400 Value ETF

827 hedge funds and large institutions have $5.88B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 225 increasing their positions, 286 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

21% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 286

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$592K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
576
Hilltop National Bank
Wyoming
$278K
CFG
577
Cosner Financial Group
Colorado
$278K
LKWM
578
Lee-Kelleher Wealth Management
Maryland
$278K
CBTWT
579
Community Bank & Trust (Waco, Texas)
Texas
$276K
CG
580
Caprock Group
Idaho
$276K
AI
581
Accredited Investors
Minnesota
$272K
HWM
582
Horizon Wealth Management
Illinois
$272K
QWM
583
Quadcap Wealth Management
Texas
$272K
WCP
584
Wick Capital Partners
Pennsylvania
$271K
M
585
MOTCO
Texas
$270K
JWM
586
JPL Wealth Management
Colorado
$270K
EA
587
Eclectic Associates
California
$269K
FA
588
FSA Advisors
Michigan
$267K
PGFC
589
Peapack-Gladstone Financial Corp
New Jersey
$266K
SFWC
590
Strategic Family Wealth Counselors
New Jersey
$264K
AWM
591
Aprio Wealth Management
Georgia
$264K
BP
592
BBR Partners
New York
$263K
DIP
593
DT Investment Partners
Pennsylvania
$263K
NS
594
NBC Securities
Alabama
$263K
HA
595
Huntleigh Advisors
Missouri
$262K
BRWA
596
B. Riley Wealth Advisors
Florida
$261K
SA
597
Sunesis Advisors
Kansas
$260K
FCB
598
First County Bank
Connecticut
$259K
CD
599
Chapin Davis
Maryland
$256K
IA
600
Insight Advisors
Pennsylvania
$256K